Purchases and Sales Made in Q1 2024 in Ishares Core U.S. Reit ETF (USRT)
This table provides information about the institutional ownership of Ishares Core U.S. Reit ETF (USRT) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
242K+ 2019.91% |
$12.4M - $13.3M
|
254K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
222K+ 50.08% |
$11.4M - $12.2M
|
664K
$40.8M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
201K+ 242.71% |
$10.3M - $11M
|
283K
$17.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
127K+ 129.8% |
$6.53M - $6.97M
|
225K
$13.8M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
124K+ 74.96% |
$6.35M - $6.78M
|
289K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115K+ 12.55% |
$5.92M - $6.32M
|
1.03M
$63.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
112KNew |
$5.77M - $6.16M
|
112K
$6.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 15.11% |
$5.68M - $6.07M
|
843K
$51.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 15.11% |
$5.68M - $6.07M
|
843K
$51.7M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
98.2K+ 3.8% |
$5.04M - $5.38M
|
2.68M
$165M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
84.9KNew |
$4.36M - $4.65M
|
84.9K
$5.21M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
84.2KNew |
$4.32M - $4.62M
|
84.2K
$5.17M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
80.7K+ 24.37% |
$4.14M - $4.42M
|
412K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
68.2KNew |
$3.5M - $3.74M
|
68.2K
$4.18M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.2K+ 50.29% |
$3.4M - $3.63M
|
198K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
64.8KNew |
$3.33M - $3.55M
|
64.8K
$3.97M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
62.3KNew |
$3.2M - $3.42M
|
62.3K
$3.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
62.1K+ 13.5% |
$3.19M - $3.41M
|
522K
$32.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58.9K+ 469.94% |
$3.02M - $3.23M
|
71.4K
$4.38M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
49.7K+ 19.34% |
$2.55M - $2.72M
|
307K
$18.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.3K+ 600.95% |
$2.43M - $2.59M
|
55.2K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.7KNew |
$2.19M - $2.34M
|
42.7K
$2.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.1KNew |
$1.91M - $2.04M
|
37.1K
$2.28M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
37KNew |
$1.9M - $2.03M
|
37K
$2.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
36.4K+ 8.76% |
$1.87M - $2M
|
452K
$27.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
32.4KNew |
$1.66M - $1.77M
|
32.4K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
31.2K+ 7.59% |
$1.6M - $1.71M
|
443K
$27.1M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.6K+ 41.85% |
$1.16M - $1.24M
|
76.7K
$4.71M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.9K+ 126.4% |
$920K - $982K
|
32.1K
$1.97M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
17.5K+ 468.82% |
$898K - $959K
|
21.2K
$1.3M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
16.6K+ 65.32% |
$850K - $908K
|
41.9K
$2.57M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.4K+ 350.56% |
$842K - $900K
|
21.1K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
15.9K+ 5.4% |
$814K - $869K
|
310K
$19M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
13.8K+ 11.03% |
$708K - $756K
|
139K
$8.51M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.4KNew |
$639K - $682K
|
12.4K
$763K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.7KNew |
$603K - $644K
|
11.7K
$720K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
11.1K+ 5.81% |
$569K - $607K
|
202K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$547K - $584K
|
10.6K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.74KNew |
$500K - $534K
|
9.74K
$598K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
9KNew |
$462K - $493K
|
9K
$552K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.77K+ 16.77% |
$450K - $481K
|
61.1K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
8.3K+ 18.28% |
$426K - $455K
|
53.7K
$3.29M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.7K+ 80.21% |
$395K - $422K
|
17.3K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.85K+ 3.65% |
$351K - $375K
|
194K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.24K+ 60.95% |
$320K - $342K
|
16.5K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.1KNew |
$313K - $334K
|
6.1K
$374K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.9K+ 3.33% |
$303K - $323K
|
183K
$11.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.77K+ 5.01% |
$296K - $316K
|
121K
$7.42M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.76KNew |
$296K - $316K
|
5.76K
$353K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.75K+ 58.21% |
$295K - $315K
|
15.6K
$959K
|